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Madison Investment Holdings’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Madison Investment Holdings’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$1.91M Buy
17,292
+2,486
+17% +$275K 0.03% 233
2019
Q2 		$1.64M Buy
14,806
+2,737
+23% +$302K 0.03% 178
2019
Q1 		$1.33M Sell
12,069
-1,251
-9% -$138K 0.02% 181
2018
Q4 		$1.47M Buy
+13,320
New +$1.47M 0.03% 184

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Madison Investment Holdings's SHV Position: Q3 2019 in Review

Madison Investment Holdings increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 17% in Q3 2019, buying an estimated $275K and bringing the position to 17,292 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #233.

Madison Investment Holdings first reported a position in SHV in Q4 2018 and has held it in 4 quarters since. 345 funds tracked by Wall St. Rank hold SHV as of Q3 2019.

  • Madison Investment Holdings held 17,292 shares of iShares 0-1 Year Treasury Bond ETF worth $1.91M as of Q3 2019.
  • Madison Investment Holdings bought 2,486 iShares 0-1 Year Treasury Bond ETF shares in Q3 2019, an estimated $275K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Madison Investment Holdings's portfolio in Q3 2019, its #233 holding.
  • Madison Investment Holdings first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 345 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.